AOG New Client Guide - Flipbook - Page 5
ONBOARDING TIMELINE
Welcome!
Thank you for your trust and confidence in our team. We are grateful to be partnering with you
and look forward to working together. You will receive an email from our team detailing your
specific on-boarding instructions. Please do not hesitate to reach out to us at any time through this
process and beyond.
Advisory Agreement, Open & Transfer Investment Accounts
We will be sending you documents to complete via DocuSign (or by your preference) to
begin our advisory relationship and open your new investment accounts with AOG Wealth.
Once the documents are signed, the transfer process will begin. We will outline transfers
and/or rollovers that may need additional attention beyond completing the onboarding
process. We appreciate your prompt attention to these documents.
Access Your Accounts
We will notify you directly once your accounts are set up. Follow the enclosed instructions to
create logins for your various client portals.
Align on Investment Strategy
Once your accounts are open and funded, we will begin investing according to the mutually
reviewed and agreed upon investment strategy and model.
First Meeting as a Client
After the account transfers have settled in your new accounts, we will meet to review your portfolio
and focus on establishing your financial plan. Our team will reach out regularly to set up reviews of
your investment portfolio and your financial plan to ensure you are on track to achieve a workoptional lifestyle!
